Latest Institutional Transactions on Vanguard (VGSH)
This table provides information on the latest institutional transactions involving Vanguard (VGSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 0.68% |
$4.7K - $4.75K
|
12K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.39K+ 1.56% |
$139K - $140K
|
156K
$9.16M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.45K+ 4.95% |
$142K - $144K
|
51.9K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
258New |
$15K - $15.1K
|
258
$15.2K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-185- 1.41% |
$10.7K - $10.9K
|
12.9K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15K- 46.36% |
$869K - $879K
|
17.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16+ 0.12% |
$929 - $939
|
13.6K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-499- 24.45% |
$29K - $29.3K
|
1.54K
$90.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.11KClosed |
$180K - $182K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.84K+ 18.19% |
$455K - $460K
|
50.9K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.1K- 59.94% |
$642K - $649K
|
7.39K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11.5K- 75.32% |
$667K - $674K
|
3.76K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-362- 0.5% |
$21K - $21.2K
|
72.7K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.67% |
$1.45K - $1.47K
|
3.75K
$220K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-756- 1.43% |
$43.9K - $44.4K
|
52K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
1.82K+ 4.56% |
$106K - $107K
|
41.8K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.78K+ 44.57% |
$219K - $222K
|
12.3K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-644- 1.62% |
$37.4K - $37.8K
|
39.1K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
28+ 0.14% |
$1.63K - $1.64K
|
19.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.11K- 16.19% |
$123K - $124K
|
10.9K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.4K+ 24.24% |
$2.17M - $2.2M
|
192K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.75K+ 7.92% |
$102K - $103K
|
23.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
123K+ 73.09% |
$7.11M - $7.19M
|
290K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-862- 31.78% |
$50.1K - $50.6K
|
1.85K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-165K- 33.24% |
$9.57M - $9.67M
|
331K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$2.37M - $2.39M
|
566K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.78K+ 2660.56% |
$219K - $222K
|
3.92K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
119K+ 13.27% |
$6.92M - $7M
|
1.02M
$59.8M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
91.9KNew |
$5.34M - $5.4M
|
91.9K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12K+ 5.27% |
$695K - $702K
|
239K
$14M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
499New |
$29K - $29.3K
|
499
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27K+ 36.88% |
$1.57M - $1.58M
|
100K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.26K- 24.95% |
$480K - $485K
|
24.8K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7K+ 22.91% |
$407K - $411K
|
37.6K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32K+ 7.54% |
$1.86M - $1.88M
|
457K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 1.03% |
$71.8K - $72.6K
|
121K
$7.14M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
27.2K+ 20.01% |
$1.58M - $1.6M
|
163K
$9.59M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.4K+ 5.39% |
$1.65M - $1.67M
|
555K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 19.59% |
$99.9K - $101K
|
7.06K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 1.12% |
$104K - $105K
|
159K
$9.34M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
68+ 0.92% |
$3.95K - $3.99K
|
7.5K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 3.15% |
$5.85M - $5.92M
|
3.1M
$182M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
73KNew |
$4.24M - $4.29M
|
73K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
581K+ 101.22% |
$33.8M - $34.1M
|
1.16M
$67.9M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60.9K+ 64.2% |
$3.53M - $3.57M
|
156K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.63K+ 3.4% |
$269K - $272K
|
141K
$8.26M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$204K - $207K
|
3.52K
$207K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$58.1 - $58.7
|
1
$58.8
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.57K- 13.24% |
$149K - $151K
|
16.9K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-501- 21.9% |
$29.1K - $29.4K
|
1.79K
$105K
|